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CBARX vs RLBAX
CBARX vs RLBAX Comparison
Open Charts CBARX vs RLBAX
Calvert Balanced R6
Price$46.08
Change+$0.27 (+0.59%)
VolumeN/A
Net Assets1.38B
American Funds American Balanced R1
Price$34.66
Change+$0.21 (+0.61%)
VolumeN/A
Net Assets240.18B
CBARX vs RLBAX Comparison Chart
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CBARX vs. RLBAX commentary
Jan 19, 2025
To compare these two companies we present long-term analysis, their fundamental ratings and make comparative short-term technical analysis which are presented below. The conclusion is CBARX is a Hold and RLBAX is a Buy.
FUNDAMENTALS
Fundamentals
RLBAX has more cash in the bank: 240B vs. CBARX (1.38B). CBARX pays higher dividends than RLBAX: CBARX (2.44) vs RLBAX (1.59). CBARX was incepted earlier than RLBAX: CBARX (6 years) vs RLBAX (23 years). RLBAX is a more actively managed with annual turnover of: 171.00 vs. CBARX (106.00). RLBAX has a lower initial minimum investment than CBARX: RLBAX (250) vs CBARX (5000000). CBARX annual gain was more profitable for investors over the last year : 15.76 vs. RLBAX (11.41). CBARX return over 5 years is better than : 36.83 vs. RLBAX (25.82).
| CBARX | RLBAX | CBARX / RLBAX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 6 years | 23 years | - |
| Gain YTD | 1.186 | 1.911 | 62% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000000 | 250 | 2,000,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.38B | 240B | 1% |
| Annual Yield % from dividends | 2.44 | 1.59 | 154% |
| Returns for 1 year | 15.76 | 11.41 | 138% |
| Returns for 3 years | 19.14 | 10.53 | 182% |
| Returns for 5 years | 36.83 | 25.82 | 143% |
| Returns for 10 years | N/A | 49.89 | - |